Jack Waymire, founder of PaladinRegistry.com, recently announced three more financial professionals have completed Paladin’s comprehensive background check processes. They are: Charlotte Dougherty, Richard Hall, and Val Beers. Waymire observed, “These financial professionals are very rare. They don’t just talk about full transparency to investors, they practice it. Not only do they provide the information investors need to select them, they used a third party to validate the accuracy of their information”
Charlotte Dougherty (Cincinnati, OH) has worked in the financial services industry for the past 30 years. She received a BA degree from Miami University and she is a Certified Financial Planner™. Dougherty is a member of the National Association of Insurance and Financial Advisors and she provides fee-only financial planning and investment advisory services to individuals and families. She was admitted to the Paladin Registry with a five star quality rating in 2008. See Dougherty’s online profile at http://www.paladinregistry.com/
Richard Hall (Sandia Park, NM) has worked in the financial services industry for the past 18 years. He received an Associate Chartered Accountant degree and a Bachelor of Commerce degree from The University of Auckland and he holds CFP® and ChFC® designations. Hall is a member of the Financial Planning Association and he provides financial planning and investment advisory services to businesses, individuals, and families. He was admitted to the Registry with a five star quality rating in 2006. Learn more about Hall at http://www.paladinregistry.com/
Val Beers (Columbia, SC) has worked in the financial services industry for the past 25 years. He received a BA degree and his JD from The University of Alabama and he is a Certified Financial Planner™. Beers is a fee-only service provider who provides financial planning and investment advisory services to businesses, individuals and families. He was admitted to the Paladin Registry with a five star quality rating in 2009. See Beers’ online profile at http://www.paladinregistry.com/
ABOUT PALADIN REGISTRY
Paladin began providing information services to investors who use the services of financial planners, financial advisors, and money managers in 2003. Since then Paladin services have expanded to include advisor background checks, quality ratings, online documentation, and a free web-based match service that connects investors to local advisors who achieved the Registry’s highest quality rating (five stars). Visit www.PaladinRegistry.com for more information.
(916) 253-3334 (CA)
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Paladin provides information about financial planners and financial advisors to investors who rely on professionals to help them achieve their financial goals. Since 2003, our only business has been rating, documenting, and certifying financial advisors.